Circle Wealth Management

Investment Bank/Securities Brokerage - Summit, NJ, US

Circle Wealth Management Employees
Lindsay Cherashore

Vice President

Contact Lindsay Cherashore

Sarah Roytman

Executive Assistant

Contact Sarah Roytman

Paula Goldberg

Office Manager, Client Services

Contact Paula Goldberg

John Chrin

partner

Contact John Chrin

William Smith

Financial/Operations Analyst

Contact William Smith

Annika Ellenbogen

Financial Analyst

Contact Annika Ellenbogen

Daniel Flath

Managing Director

Contact Daniel Flath

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Circle Wealth Management Senior Management
Daniel Flath

Managing Director

Contact Daniel Flath

Maria Sahury

Owner

Contact Maria Sahury

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Circle Wealth Management Details

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

Circle Wealth Management logo, Circle Wealth Management contact details
Website: circlewm.com
Employees: 20 - 49
HQ: 908 206-1306
Location: Summit, NJ, US
Revenue: 2.5 - 5 Million
Wealth Advisory Investment Management Investment Bank/Securities Brokerage Management Investment Open-ended
Circle Wealth Management Technologies
Email Providers

Outlook

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Apache

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WordPress.org

Email Marketing

Constant Contact

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Google Font API

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Microsoft Office 365

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